SCOE IT - Frontline ERP Team
Danielle Boettner, Angie Duplicki, Tracy Lehmann, Marisol Vigil - Business Systems Support
January 2025
SCOE IT/Business Calendar of Events
2024 Final 1099 Reports Due to SCOE - Friday January 3, 2025
2024 Final W2 Reports Due to SCOE - Wednesday January 8, 2025
2024 Final ACA Reports Due to SCOE - Friday January 31, 2025
General Ledger Cleanup Open Lab with SCOE Fiscal Advisor
January 22, 2025 9am - 11am (in person only)
If you would like to attend please let your Fiscal Advisor know.
Frontline ERP Learning Opportunities
Click on the link below to subscribe to the Frontline ERP California newsletter for product updates, highlights, and training opportunities.
https://page.frontlineeducation.com/Frontline-Ed-Client-Newsletters---Preference-Center_Frontline-Ed---Newsletter-Opt-In-Page.html
CASBO (CA Association of School Business Officials) Learning Opportunities
There are upcoming CASBO Workshops that are on the SCOE Approved list for business concept training opportunities for your District employees!
SCOE will reimburse the cost of registration for our county Districts for one person for each workshop on the approved list. All registration and payments are directly through CASBO. For reimbursement to the District, please submit proof of payment along with proof of attendance and email items to Kristin Enbysk, kenbysk@scoe.org.
Below are the links to register directly with CASBO.
Accounts Payable Essentials - January 16, 2025
https://my.casbo.org/s/community-event?id=a1YPn000002mKphMAE
Payroll Concepts - January 23, 2025
https://my.casbo.org/s/community-event?id=a1YPn0000023puTMAQ
Purchasing 101 & 102 - January 28, 2025
https://my.casbo.org/s/community-event?id=a1YPn0000024RGbMAM
Standardized Account Code Structure: Basic Concepts - February, 5 2025
https://my.casbo.org/s/community-event?id=a1YPn0000030MzhMAE
CalSTRS/CalPERS: Retirement Concepts - February 6, 2025
https://my.casbo.org/s/community-event?id=a1YPn000002ARozMAG
Helpful Reports in Frontline ERP
HR/Payroll
Pay60 - ACA Measurement Period (for Districts with more than 50 FTE employees)
This report helps employers ensure that they are meeting the requirements for the shared responsibility for employer’s portion of the Affordable Care Act. The report provides detail on employees and substitutes who have worked over a specified period of time (measurement period). If the employee meets the requirements for being considered full-time during the measurement period, the employee must be treated as a full-time employee for benefits purposes for a subsequent "stability period."This report considers employee setup, pay detail, and overrides entered via the Employee ACA activity.
Finance
Fiscal02
Get ready to work with your Fiscal Advisors. Research your Prior Year Payables and Receivables, they should have been cleared by now. Run the Ledgerl02 to find any outstanding prior year vendor requisitions or invoices. If there are balances for prior year payroll for July 10, 2024, no action is needed.
Go to Finance – Reports – Ledger02
- Closing Year: 2024 {2023/2024}
- A/R or A/P: Both
- Cleared Items: No - Do NOT Show Cleared Items
- JE Source?: Yes-include all JE Source
- Click Go to generate the report
If there are balances on this report they need to be resolved by journal entry or manually completing the prior year vendor requisition or manually completing the prior year invoice.
Print Copy of Employee W2
Go to HR/Payroll - Processing - Tax Reporting - Employee W2
If the district needs to print a copy of an individual employee’s W2, you can open their record fro altm the Employee W2 activity and select the Print Employee Copy Form in Tasks. The message printed (indicating it is a reprint and not an original or a change) is defined in the Organization record.
Employee Portal
Copy of Employee W2
A copy of the W2 Form can be downloaded and printed by the employee via the Employee Portal after they are printed by SCOE in late January. https://portal.scoe.org/#/login
- Click My Payroll
- Payroll History Tab
- Click Download or View W2
Print Copy of Employee W2
If the district needs to print a copy of an individual employee’s W2, you can open their record from the Employee W2 activity and select the Print Employee Copy Form task. The message printed (indicating it is a reprint and not an original or a change) is defined in the Organization record.
Vendor 1099 Form
Print Copy of Vendor 1099 Form
Go to Finance - Processes - Tax Reporting - Vendor 1099
Click Go to get a list of 1099 Vendors. From the list, open the vendor record, click on the report icon with magnifying glass to get a snapshot of the 1099 Form to print a copy.
